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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Meathead who wrote (160575)	9/11/2000 8:36:06 AM
From: mepci	Respond to of 176388

M: Not long ago, my brother's company is to be street darling. One day he comes on cnbc and says that he will keep growth in the controllable 30%. They tanked the stock immediately. The p/e ratio seem to be directly related to growth expectations. i have no problem with it. I came to Dell late. So my average cost is 43 and going down. I cover most of my stock with the longest expiry date LEAP calls. That gives me the best ROI you can garner. I am surprised you went with low returns with Tbills and CDs. You seem to be good at numbers. Other than enough is enough, and easy to sleep with that doesn't seem to be the best strategy. Anyhow, nice knowing. I hope we will keep up these interesting conversations.

To: Meathead who wrote (160575)	9/11/2000 11:06:47 AM
From: OLDTRADER	Respond to of 176388

Meathead-Thanks for the excellent post-You might want to look at FNM short term notes-Gov guaranted (sort of) and one % or so higher yeild.

To: Meathead who wrote (160575)	9/11/2000 12:13:38 PM
From: kaka	Read Replies (1) \| Respond to of 176388

Hi Meat, Re: Right now, looking at the numbers, 30% yoy revenue growth looks nearly impossible unless they can grow revs by 800M in Q3 and 800M again in Q4, a feat which Dell has never accomplished and almost a BILLION per quarter! Taking Dell management at their word when they recommended that analyst stick with their current models of 10-13% sequential growth, with Q3 coming in at the low end, and Q4 at the high end......Q3 should come in at 8.437b, and Q4 at 9.533b. The grand total for the year then is...32.92b.......and management has their 30%. More easily said than done I presume. Kaka